How do I Message my Lead if the Project is won?
There are a few different ways you can message your Lead in ConstructionOnline:
- Lead Contact Page - Leads can be Messaged from their Lead Contact Page by navigating to Lead Tracking, clicking on the desired Lead Name within the Leads pane, and clicking the "Messages" tab.
- Opportunity - If you have not yet converted the Lead's Opportunity into a Project, you can Message your Lead within their Opportunity by navigating to Opportunities, right-clicking on the desired Opportunity & selecting "Manage Content", and then clicking the "Messages" tab.
- Project - If you've converted your Lead's Opportunity to a Project, you will have been prompted to invite your Lead to join the Project as a ClientLink User. If you invited them upon conversion, or at a later time, and they are added to the Project as a ClientLink User, you can send them a Message through Project Messages.
For step-by-step instructions on how to create a new Message once you've reached the desired location in ConstructionOnline, visit this article.